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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $22.5B invested in Novartis in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 314 increasing their positions, 335 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+27
Holders Change %
+3.19%
% of All Funds
25.38%
Holding in Top 10
71
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.41%
% of All Funds
2.06%
New
54
Increased
314
Reduced
335
Closed
21
Calls
$187M
Puts
$110M
Net Calls
+$77.6M
Net Calls Change
+$12.5M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$222M
2
TH
TCTC Holdings
Texas
+$40.1M
3
PP
PDT Partners
New York
+$38M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$34.6M
5
Wells Fargo
Wells Fargo
California
+$30.7M

Top Sellers

1
Primecap Management
Primecap Management
California
-$151M
2
SCM
Sterling Capital Management
North Carolina
-$80.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$72.2M
4
Northern Trust
Northern Trust
Illinois
-$67.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHBC
476
R.H. Bluestein & Co
Michigan
$1.45M -$18K -213 -1%
FMC
477
First Merchants Corp
Indiana
$1.44M +$106K +1,259 +8%
GA
478
GFS Advisors
Texas
$1.42M -$226K -2,678 -14%
MCM
479
Murphy Capital Management
New Jersey
$1.42M +$51.7K +613 +4%
SCM
480
Stonebridge Capital Management
California
$1.42M +$38.1K +451 +3%
OSNBOA
481
Old Second National Bank of Aurora
Illinois
$1.41M +$1.37M +16,199 +3,056%
OCG
482
Opus Capital Group
Ohio
$1.41M +$10.4K +123 +0.7%
LIM
483
Leavell Investment Management
Alabama
$1.41M +$47.1K +558 +3%
BFM
484
Boston Financial Management
Massachusetts
$1.41M -$14.1K -167 -1%
AIA
485
Avalon Investment & Advisory
Texas
$1.4M +$243K +2,879 +21%
ACI
486
Alpha Cubed Investments
California
$1.39M -$56.4K -669 -4%
EFS
487
Essex Financial Services
Connecticut
$1.38M – – –
FC
488
Fayerweather Charles
$1.37M +$6.16K +73 +0.5%
K
489
Kemper
Illinois
$1.35M – – –
MSFP
490
Mark Sheptoff Financial Planning
Connecticut
$1.35M – – –
WIS
491
Wright Investors Service
Connecticut
$1.34M -$71K -842 -5%
AAM
492
Azzad Asset Management
Virginia
$1.33M +$43K +510 +3%
JMH
493
J.M. Hartwell
New York
$1.31M – – –
BOH
494
Bank of Hawaii
Hawaii
$1.31M +$3.29K +39 +0.3%
JFA
495
JNBA Financial Advisors
Minnesota
$1.3M -$33.5K -397 -3%
TCOTO
496
Trust Company of the Ozarks
Missouri
$1.3M +$31.8K +377 +3%
WSCM
497
Wellington Shields Capital Management
New York
$1.27M -$8.69K -103 -0.7%
SCM
498
Shelton Capital Management
Colorado
$1.27M – – –
YIA
499
YHB Investment Advisors
Connecticut
$1.26M +$25.9K +307 +2%
FFA
500
Fragasso Financial Advisors
Pennsylvania
$1.21M +$176K +2,089 +17%
18 19
20
21 22